Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
14,070
+321
+2% +$26.2K 0.02% 538
2025
Q1
$1.36M Sell
13,749
-558
-4% -$55.4K 0.02% 460
2024
Q4
$1.44M Sell
14,307
-2,274
-14% -$229K 0.02% 446
2024
Q3
$1.53M Buy
16,581
+459
+3% +$42.4K 0.02% 429
2024
Q2
$1.32M Buy
16,122
+9,271
+135% +$758K 0.02% 421
2024
Q1
$549K Sell
6,851
-621
-8% -$49.8K 0.01% 414
2023
Q4
$525K Sell
7,472
-19
-0.3% -$1.33K 0.01% 395
2023
Q3
$475K Buy
7,491
+1,269
+20% +$80.5K 0.02% 292
2023
Q2
$384K Buy
6,222
+39
+0.6% +$2.41K 0.01% 339
2023
Q1
$393K Buy
+6,183
New +$393K 0.01% 335
2018
Q3
Sell
-2,949
Closed -$206K 235
2018
Q2
$206K Buy
+2,949
New +$206K 0.03% 226